Originally founded and listed in 2000 as a stockbroking business, through organic growth and successful acquisitions we have grown to become one of the largest Western Australian financial advisory firms. On 8 October 2020 Euroz completed the acquisition of Hartleys Limited. The business has been rebranded as Euroz Hartleys. The businesses will continue to operate as separate AFSL’s until we merge the two businesses in April 2021. The Group has over 190 employees in our offices in Perth and has a national and international client base and large distribution network. Our goal is wealth creation through sound financial advice and appropriate investment strategies to our retail, wholesale and corporate clients.
Across our companies Euroz Hartleys Limited, Entrust Wealth Management and Westoz Funds Management we service over 24,000 clients with funds under management exceeding $2.8 billion. Our specialist focus is on ASX listed resource, energy and industrial companies with a market capitalisation of between $5 million and $5 billion. Euroz has demonstrated consistent revenue growth, retained a solid balance sheet with no debt and has a track record of strong shareholder returns. Over 20 years we have paid more than $224 million in fully franked dividends to our shareholders.
Our business is led by an experienced, stable Board and management team which has a substantial stake in the Group.
Funds under management
As at 31 October 2020